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Distillate US Fundamental Stability & Value ETF

137 hedge funds and large institutions have $1.4B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $1.46B → $1.4B (-$64.5M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 140137 (-3)

2.73% less ownership

Funds ownership: 78.25%75.51% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

20% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 61

Holders
137
Holders Change
-3
Holders Change %
-2.14%
% of All Funds
1.8%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
14
Increased
49
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$299M +$7.58M +142,592 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$127M +$42.9M +807,341 +56%
OFG
3
Oxford Financial Group
Indiana
$92.3M +$2.07M +38,969 +2%
APG
4
Abacus Planning Group
South Carolina
$76.5M -$2.43M -45,772 -3%
MAM
5
Madison Asset Management
Wisconsin
$61.8M -$12.2M -229,733 -17%
RCA
6
Resonant Capital Advisors
Wisconsin
$54.5M +$2.83M +53,274 +6%
AC
7
AlphaCore Capital
California
$53.1M +$357K +6,709 +0.7%
LPL Financial
8
LPL Financial
California
$47.2M -$6.9M -129,782 -13%
AAS
9
Avantax Advisory Services
Texas
$44.3M +$1.51M +28,376 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$37.8M -$1.52M -28,557 -4%
Cerity Partners
11
Cerity Partners
New York
$36.5M -$123K -2,305 -0.3%
SGCA
12
Steel Grove Capital Advisors
Tennessee
$33.6M +$606K +11,401 +2%
ACG
13
Allen Capital Group
Nebraska
$31.5M -$1.23M -23,062 -4%
ODFS
14
O'Donnell Financial Services
California
$26.3M +$8.24K +155 +0%
AFA
15
Arlington Financial Advisors
California
$25.7M +$273K +5,137 +1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$23.3M +$265K +4,981 +1%
BI
17
Berkeley Inc
Idaho
$22.2M +$1.84M +34,568 +9%
CA
18
Crumly & Associates
Illinois
$19.9M +$740K +13,918 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$17.6M -$8.72K -164 -0.1%
LFAS
20
Level Four Advisory Services
Texas
$15.3M +$253K +4,756 +2%
EFMC
21
Empire Financial Management Company
New York
$13.6M -$266K -5,007 -2%
AF
22
Apexium Financial
Texas
$13.1M +$1.17M +22,066 +10%
Bank of America
23
Bank of America
North Carolina
$12.9M -$2.31M -43,445 -16%
OA
24
Oxbow Advisors
Texas
$12.2M +$4.15K +78 +0%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$11.3M +$7.23K +136 +0.1%

DSTL Hedge Fund Activity: Q2 2025 in Review

137 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q2 2025, worth a combined $1.4B — down 4.4% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DSTL and 14 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 49 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $42.9M. The largest seller was Park National Corp, cutting an estimated $29.7M.

  • 137 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q2 2025, down from 140 in Q1 2025.
  • Funds reported $1.4B of Distillate US Fundamental Stability & Value ETF stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 14 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q2 2025 and 15 closed out, a net change of -1 holder.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $42.9M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q2 2025 was Park National Corp, an estimated $29.7M sold.

Based on aggregated 13F filings for Q2 2025.